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Investment Strategies

Intelligent Fixed Income

The Intelligent Fixed Income strategy seeks to provide you with a long-term total return while striving to generate meaningful current income. For taxable accounts, Qualified Dividend Income (QDI), which is currently taxed at a more favorable rate for upper tax brackets, is favored. The Intelligent Fixed Income style is for clients seeking a 100% fixed income investment.

Defensive Growth

The Defensive Growth strategy seeks to provide a combination of current income and long-term capital appreciation. The strategy uses both fixed income and equity securities. For taxable accounts, qualified dividend income (QDI), which is currently taxed at a more favorable rate for upper tax brackets, is favored. The Defensive Growth style is for clients seeking both stock and fixed income exposure.

Strategic Equity

The Strategic Equity strategy seeks to provide long-term capital growth. The strategy invests predominately in common stocks, primarily in U.S.-based companies. The strategy has the flexibility to invest across all sectors and market capitalizations, in addition to holding cash or cash equivalents. The Strategic Equity strategy is for clients seeking equity exposure.

The UIA Investment Strategies at a Glance

Portfolio Attributes

Intelligent Fixed Income

Defensive Growth

Strategic Equity

Separately-Managed Account

yes yes yes

Low Turnover

no yes yes

Fixed Income

yes yes no

Equities

no yes yes

Qualified Dividend Focus

yes yes yes

Income Generation

yes yes no

Capital Appreciation

no yes yes

AUM in Strategy
as of March 31, 2020

$153 Million

$142 Million

$1 Million

Current Yield
as of March 31, 2020

5.9%

4.4%

1.0%

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Ulland Investment Advisors

4550 IDS Center · Eighty South Eighth Street · Minneapolis MN 55402 · Telephone: 612-312-1400 · Facsimile: 612-204-3464